Internal Sales Specialist

Role Overview

• Acknowledge incoming leads with internal processors for immediate action
• Help process leads in company systems for RVP and Advisor access
• Confirm initial client meetings & gathers appropriate case information for RVP
• Oversees sales cycle
• Pre-intro communications and scheduling
• Post-intro communications and data gathering
• Plan proposals and deliverable completion
• Post-close onboarding coordination
• Partner with sales leadership to oversee new business pipeline
• Coordinate with central support teams on sales related activity
• Other duties and obligations as reasonably assigned or requested

Requirements

• Bachelor’s degree in business, financial services or related field (preferred)
• 2+ years applicable experience, ideally in financial services
• FINRA Series 7 and 66 (or 63 & 65) not required but may be beneficial
• Basic knowledge of RIA and custodial platforms and investment products
• Strong oral, written and presentation skills
• Ability to train and coach others
• Experience with Microsoft Office suite, MoneyGuide, and Salesforce
• Must be in good compliance standing with all rules, regulations, and policies

Benefits

• Training and professional development
• Medical, dental and vision coverage (Available to full-time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short-term and long-term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre-determined and 2 floating days)
• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)